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2,627 hedge funds and large institutions have $163B invested in Verizon in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,226 increasing their positions, 1,073 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 82

38% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.02B

14% more repeat investments, than reductions

Existing positions increased: 1,226 | Existing positions reduced: 1,073

8% more capital invested

Capital invested by funds: $151B → $163B (+$12B)

6% more funds holding in top 10

Funds holding in top 10: 187198 (+11)

0% more funds holding

Funds holding: 2,6212,627 (+6)

0.01% more ownership

Funds ownership: 66.45%66.46% (+0.01%)

Holders
2,627
Holders Change
+6
Holders Change %
+0.23%
% of All Funds
53%
Holding in Top 10
198
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.88%
% of All Funds
3.99%
New
114
Increased
1,226
Reduced
1,073
Closed
82
Calls
$1.41B
Puts
$1.02B
Net Calls
+$389M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1826
Inverness Counsel
New York
$904K -$69.7K -1,200 -7%
DAC
1827
Dividend Assets Capital
South Carolina
$904K
SJIM
1828
St. Johns Investment Management
Florida
$901K -$5.05K -87 -0.6%
YIA
1829
YHB Investment Advisors
Connecticut
$898K -$498K -8,572 -36%
WFM
1830
Wolff Financial Management
Michigan
$896K -$4.94K -85 -0.6%
GPA
1831
Garrison Point Advisors
California
$895K -$6.8K -117 -0.8%
LCM
1832
Lucas Capital Management
New Jersey
$893K +$37.5K +645 +4%
APC
1833
Aspire Private Capital
North Carolina
$889K +$208K +3,583 +32%
LDFR
1834
Lehman & Derafelo Financial Resources
Pennsylvania
$884K +$3.02K +52 +0.4%
HCM
1835
HMS Capital Management
Tennessee
$883K +$163K +2,807 +23%
GA
1836
Greytown Advisors
Florida
$883K +$173K +2,980 +25%
CCMIC
1837
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$881K +$41.5K +715 +5%
TIA
1838
Tiemann Investment Advisors
California
$880K
PWM
1839
PBMares Wealth Management
Virginia
$880K +$32.8K +564 +4%
CWA
1840
Carolina Wealth Advisors
South Carolina
$879K +$63.2K +1,087 +8%
KA
1841
KLCM Advisors
Wisconsin
$874K -$26.9K -463 -3%
RWM
1842
Ritholtz Wealth Management
New York
$874K +$222K +3,825 +35%
PA
1843
Paragon Advisors
Texas
$873K
RBC
1844
Roble Belko & Company
Pennsylvania
$873K
JCIA
1845
Jackson Creek Investment Advisors
Colorado
$872K +$852K +14,665 New
FA
1846
FCG Advisors
New Jersey
$871K -$28.9K -497 -3%
RIM
1847
Redwood Investment Management
Arizona
$871K +$250K +4,298 +42%
WP
1848
WealthShield Partners
North Carolina
$871K +$289K +4,978 +52%
Grantham, Mayo, Van Otterloo & Co (GMO)
1849
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$867K -$3.1M -53,400 -79%
AF
1850
AMG Funds
Connecticut
$865K -$29.1K -501 -3%

VZ Hedge Fund Activity: Q3 2020 in Review

2,627 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2020, worth a combined $163B — up 7.9% from $151B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VZ positions and 82 closed out — a net gain of 32 holders — while 1,226 added to existing stakes and 1,073 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $3.39B. The largest seller was Wellington Management Group, cutting an estimated $1.07B.

  • 2,627 institutional investors held Verizon (VZ) as of Q3 2020, up from 2,621 in Q2 2020.
  • Funds reported $163B of Verizon stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 114 funds opened new Verizon positions in Q3 2020 and 82 closed out, a net change of +32 holders.
  • The largest Verizon buyer in Q3 2020 was Berkshire Hathaway, an estimated $3.39B added.
  • The largest Verizon seller in Q3 2020 was Wellington Management Group, an estimated $1.07B sold.

Based on aggregated 13F filings for Q3 2020.